Editing Contracts and Quotes
In this chapter, you will learn how to edit rent contracts and rent quotes in TRASER RentBoard 365. This chapter is divided into the following sections:
Changing Rent Periods
You can adjust the start and end dates of a created rent period using drag & drop. To do so, please proceed as follows:
Note
To change the start and end date of a created rent period, the status of the corresponding rent document must be Open. Changing the duration of the rent period is only possible in TRASER Rental 365.
- Navigate to the rent period of which you want to adjust the start and end date.
- Hold down the LEFT MOUSE BUTTON and move the rent period within the line to the desired date.
- Then release the LEFT MOUSE BUTTON.
Tip
You can also move a rent period to a later start date by clicking on the desired rent period and specifying a later Delivery Date. The Rent Start Date, Rent End Date, and Expected Return Date fields are updated automatically. You cannot enter a date that is earlier than the Contract Date.
You have successfully changed the start date of a rent period.
Changing Rent Objects
You can allocate a different rent object within the same rent class to a rent period. This is also possible if no specific rent object has been allocated to the rent period yet. Please proceed as follows to change the rent object of a rent period:
Note
To change the rent object, the status of the corresponding rent document must be Open.
- Navigate to the rent period to which you want to allocate a (different) rent object.
- Hold down the LEFT MOUSE BUTTON and move the rent period to the desired rent object line.
- Then release the LEFT MOUSE BUTTON.
::TIP
You can allocate the rent period to a rent object from a different rent class, if the Alternative Rent Classes allowed option is activated on the TRASER Rent Setup page in TRASER Rental 365.
Note
You have successfully changed the allocated rent object of a rent period. The corresponding service item is automatically reserved for this period.
## Canceling Reservations
To cancel the reservation of a rent object, please proceed as follows:
+ Navigate to the line of the rent object for which you want to cancel a reservation.
+ Click in a rent period, for which a reservation exists, with the RIGHT MOUSE BUTTON. This is indicated by a
lock icon.
+ Select the Cancel Reservation option.
You have successfully canceled the reservation of a rent object. Since the rent period no longer has an allocated rent object, it is automatically moved to the corresponding rent class line.